Import Activity List Page

  • If no imports have yet been completed, or if all existing imports have been deleted, only the +Add Import button displays on the page. Use this button to begin the process of importing.
    Note: Users must have the following access granted within Security Administration in order to access the Import functionality:
    • Default Data Power User role
    • Import Default Data Details permission
  • If imports have been completed, the Import List page lists all imports for the account. The imports are listed with the following sortable columns:
    • To Content Alias Source
    • Line of Business
    • Imported On
    • Imported By
    • Status
  • On the Add Import popup, click Browse and navigate to the file you wish to import. Then, select a Content Source Alias to which you wish to import the selected file and click Load Import to open the Import Detail page.
    Note: The system will default a Content Source Alias into the field if there is an available Content Source Alias that matches the Content Source Alias in the imported file.

Import Detail Page

Importing Default Data

Deleting Import or Export Records